Forum Discussion
Issues refreshing from Excel Workbook OneDrive for Business
Hello, I have a problem, and found solutions that doesn't fit my problem.
Scenario is as follows:
1. Datasource is Excel Workbook (sheet, not table) that I store in my OneDrive for Business.
2. pbix-file on my computer has the Excel Workbook (1.) as datasource
3. PBI service report has Excel Workbook (1.) as dataset
4. I have followed all steps with the "web part" when connecting data via Excel from OneDrive for Business, and taken away =web? as well as changing authenitcation method to OAuth2 settings.
5. In PBI-service I even get postive response when I refresh, saying a refresh has been completed from my Excel Workbook from OneDrive for Business - the connection to the exel file seems allright
However... Niether my local pbix file or the Dataset on Service actually do the refresh - it says it does, but no value is changed, my data is all the same still, even when refresh has been done. I do not understand what is wrong.
I also noted that under "edit credentials" under Settings in Datasets o nService, I sometime needs to reset it, since it goes back to Anonymous from my OAuth2.
What to do?
//Sebastian
9 Replies
Hello, I have a problem, and found solutions that doesn't fit my problem.
Scenario:
1. Datasource is Excel Workbook (sheet, not table) that I store in my OneDrive for Business.
2. pbix-file on my computer has the Excel Workbook (1.) as datasource
3. PBI service report has Excel Workbook (1.) as dataset
4. I have followed all steps with the "web part" when connecting data via Excel from OneDrive for Business, and taken away "=web?", authenitcation method to OAuth2 settings and so on.
5. In PBI-service I even get postive response when I refresh, saying a refresh has been completed from my Excel Workbook from OneDrive for Business.
However... Niether my local pbix file and report on Service actually does the refresh - my data is all the same still, even when refresh has been done. I do not understand what is wrong.
I also noted that under "edit credentials" under Settings in Datasets, I sometime needs to reset it, since it goes back to Anonymous from my OAuth2.
What to do?
//Sebastian
Anonymous,
How do you create the dataset in Power BI Service? Directly publish PBIX file from Power BI Desktop to Power BI Service, or connect to the PBIX file in Power BI service using Get Data->Files->OneDrive for business option?
And do you use OneDrive refresh option or schedule refresh option in Power BI Service? What changes do you make in eXCEL File? When data refresh in Service, the refresh will not reflect in PBIX file, you would need to open the PBIX file and click Refresh button in the PBIX file.
In addition, in Power BI Service, you don't need to reset the credential as it is a expected behaiover that it changes to Anonymous from OAuth2.
Regards,
LydiaHello Anonymous and thank you for for answer.
Service:
My dataset is an Excel file on OneDrive for business which I have established a connection to.
I am not using Get data->Files->OneDrive; Instead I am using the URL for setting my credentials, the connection is said to already be established since I'm working via Office365. I have not recieved any errors or anything.Regarding OneDrive refresh, that option is not available to me in Service.
Power BI Desktop:
Get data->Web->"proper way" to link my Excel on OneDrive for Business.
Neither Service or Desktop refreshes when I update my data Excel on OneDrive. (Refreshed is said by both to be completed, but no new data has been loaded)
Best Regards
/Sebastian
Anonymous,
I am confused about the process that you connect to Excel file in Power BI Service. To connect to Excel in Power BI Service, you should use Get Data-> Files-> OneDrive for bussiness option and then set refresh for the dataset under Settings of Power BI Service.
In addition, how do you make changes to the Excel on Onedrive? Do you delete the Excel and re-upload Excel to OneDrive, or open the Excel in Excel online and make changes? Do you add new columns or add/update new rows in the Excel?
Regards,
Lydia